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NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.5M
3
+$55.2M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$52.4M
5
QCOM icon
Qualcomm
QCOM
+$41.3M

Top Sells

1
+$54.8M
2
+$36.9M
3
+$36M
4
SNY icon
Sanofi
SNY
+$32.2M
5
AAPL icon
Apple
AAPL
+$23.5M

Sector Composition

1 Technology 15.23%
2 Financials 6.81%
3 Consumer Discretionary 4.31%
4 Communication Services 3.48%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$36K ﹤0.01%
298
2927
$35.6K ﹤0.01%
735
+7
2928
$35.6K ﹤0.01%
1,224
2929
$35.5K ﹤0.01%
28,187
+1,618
2930
$35.5K ﹤0.01%
16,735
+979
2931
$35.5K ﹤0.01%
559
2932
$35.5K ﹤0.01%
2,056
+45
2933
$35.4K ﹤0.01%
697
2934
$35.3K ﹤0.01%
1,004
2935
$35.3K ﹤0.01%
3,750
2936
$35.2K ﹤0.01%
373
-11,839
2937
$35.2K ﹤0.01%
235
-46
2938
$35.1K ﹤0.01%
900
2939
$35.1K ﹤0.01%
2,430
-15,368
2940
$34.9K ﹤0.01%
385
-3,605
2941
$34.9K ﹤0.01%
404
+4
2942
$34.9K ﹤0.01%
1,232
+7
2943
$34.4K ﹤0.01%
831
+11
2944
$34.4K ﹤0.01%
675
-285
2945
$34.3K ﹤0.01%
500
2946
$34.1K ﹤0.01%
1,498
-7,240
2947
$33.9K ﹤0.01%
10,000
2948
$33.8K ﹤0.01%
3,931
-34,492
2949
$33.7K ﹤0.01%
18,313
2950
$33.6K ﹤0.01%
+653
116 117
118
119 120